So how would a young person start out investing then? Someone who had no savings or investment yet, but wanted to start a monthly investment plan… I guess financial planners these days wouldn’t be interested in working with someone like that? When I started investing 26 years ago, there were numerous financial planners who were willing to help a young person just starting out who had less than $10,000 in assets.

Also, our primary issue with him was how rude and unprofessional he became when we told him we were initially going to invest $25K with him. We even told him we would put more in later.